Screener
TEQI vs SVAL
T. Rowe Price Equity Income ETF vs iShares US Small Cap Value Factor ETF
Key differences
Both TEQI and SVAL are equity ETFs. TEQI charges 0.54% a year and SVAL 0.20%. The main difference: TEQI follows a active selection strategy; SVAL uses index tracking.
- TEQI follows a active selection strategy; SVAL uses index tracking.
- SVAL costs 0.34% less per year.
- Over the last three years, SVAL has delivered higher annualized returns.
Side-by-side comparison
| TEQI | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.54% | 0.20% |
| Fund size (AUM) | $406M | $187M |
| Since | 2020 | 2020 |
| Dividend yield | 1.54% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.2% | +36.6% |
| CAGR 3Y | +17.3% | +20.0% |
| CAGR 5Y | +9.2% | +6.7% |
| Sharpe 3Y | 1.03 | 0.78 |
| Volatility 1Y | 10.59% | 17.89% |
| Max drawdown | -17.82% | -27.44% |
Similar to TEQI and SVAL
Explore further